PwC Seasonal Financial Education Practice Tax Senior Associate in Boston, Massachusetts

PwC/LOS Overview

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Job Description

PricewaterhouseCoopers Financial Education Practice, which is part of the Private Company Services (PCS) practice, specializes in employee group financial education, counseling and benefits communication.

The Financial Counselor is part of the Financial Education Practice, which is part of the Private Company Services ("PCS") practice, which specializes in employee group financial education, counseling and benefits communication.

Position/Program Requirements

Minimum Years of Experience: 2

Minimum Degree Required: Bachelor's degree

Certification(s) Preferred: CFP, CPA, CFA and/or JD

Knowledge Preferred:

Demonstrated knowledge of common benefit plans (i.e., defined contribution plan, defined benefit plan, stock options, stock appreciation rights, deferred compensation plan).

Skills Preferred:

Demonstrated ability to provide one-on-one employee financial counseling via phone, email, and occasionally in person.

Proven ability to perform as a technical specialist in individual financial planning and individual income tax.

Demonstrated ability to understand and communicate conceptual and technical ideas.

Proven ability to document call dialogues in writing and summarizing information succinctly.

Ability and willingness to conduct financial planning and benefits education workshops/seminars for client's employees in person or via the web.

Demonstrated ability to communicate effectively with clients and internal executives in a verbal and written format.

Demonstrated ability to provide exceptional client service.

Demonstrated ability to effectively multi-task and pay attention to detail.

Demonstrated ability to produce high quality work in a deadline driven, fast-paced, changing environment.

Comfortable using a variety of technology applications to complete job responsibilities.

Demonstrated ability to work well independently and on teams, both locally and virtually.

Demonstrated experience remaining current on individual tax law changes and financial planning knowledge.

Proven experience solving difficult problems

and seeking assistance when necessary.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.